Choate Investment Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-56,000
| Closed | -$2.16M | – | 411 |
|
|
2024
Q3 | $2.16M | Hold |
56,000
| – | – | 0.06% | 136 |
|
|
2024
Q2 | $1.99M | Hold |
56,000
| – | – | 0.05% | 134 |
|
|
2024
Q1 | $2M | Hold |
56,000
| – | – | 0.05% | 144 |
|
|
2023
Q4 | $1.95M | Hold |
56,000
| – | – | 0.06% | 130 |
|
|
2023
Q3 | $1.81M | Buy |
+56,000
| New | +$1.81M | 0.07% | 111 |
|
|
2021
Q3 | – | Sell |
-265
| Closed | -$11K | – | 333 |
|
|
2021
Q2 | $11K | Buy |
+265
| New | +$11K | ﹤0.01% | 321 |
|